- Truist (Wilson, NC)
- …risk, operational, policy and quality expectations related to assigned client portfolio . **Qualifications** **_Required Qualifications:_** The requirements ... & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of...be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per… more
- Bank of America (Charlotte, NC)
- …relationships. + The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, ... + Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- …you will be responsible for selling new business while managing and growing your client portfolio through the value of CoStar products. This is a consultative ... and beyond. + **Account Management:** Effectively manage and expand your portfolio of clients, ensuring ongoing satisfaction and growth tailored solutions. +… more
- Huntington National Bank (Charlotte, NC)
- …seamless transition from sales to implementation, coordinating with various teams + Client Portfolio Leadership: Oversee portfolio performance, ensuring ... Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial… more
- Huntington National Bank (Charlotte, NC)
- …seamless transition from sales to implementation, coordinating with various teams + Client Portfolio Leadership : Oversee portfolio performance, ensuring ... Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial… more
- Cognizant (Raleigh, NC)
- … client experience across all delivery stages. Own and oversee the client portfolio with real-time visibility into project health, financial performance, and ... Salesforce engagements in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle - from pre-sales… more
- Bank of America (Greensboro, NC)
- …Participate in remediation, internal/external Audits (where applicable) + Maintains accuracy of client portfolio using internal and external comparison tools + ... **Line of Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global Operations organization and… more
- Bank of America (Winston Salem, NC)
- …bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship development and deepening + Thorough ... base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.… more
- Dodge Construction Network (Raleigh, NC)
- …of success is the ability to consistently expand Dodge's footprint across the client portfolio + Identify high-impact opportunities: + Pinpoint clients with the ... this role, your primary objectives are to retain and grow client revenue by delivering exceptional value through Dodge's solutions. Success in… more
- Regions Bank (Charlotte, NC)
- …perform quality analysis and display competency in completion and oversight of client portfolio management activities + Excellent verbal and written ... underwrite new or renewed credit exposure, and manage a portfolio of loans and other credit relationships in conjunction...+ Participates in identifying financial solutions that meet the client 's needs and the Bank's risk acceptance criteria +… more